Hixon Zuercher, LLC Reduced Holdings in Q3 2024

Hixon Zuercher, LLC

  • $254 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-31.8K
- 45.43%
$110.05 - $110.63 $3.49M - $3.51M
38.1K $4.22M
SBUX
Starbucks Corp

Consumer Cyclical
-43.8K
- 62.17%
$72.51 - $98.6 $3.17M - $4.31M
26.6K $2.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.26K
- 76.92%
$191.76 - $263.26 $1.39M - $1.91M
2.18K $569K
MA
Mastercard Inc

Financial Services
-4.34K
- 25.17%
$429.6 - $500.99 $1.86M - $2.17M
12.9K $6.36M
MSFT
Microsoft Corp

Technology
-1.77K
- 10.44%
$395.15 - $467.56 $699K - $828K
15.2K $6.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.39K
- 39.82%
$245.82 - $304.51 $1.32M - $1.64M
8.14K $2.48M
COST
Costco Wholesale Corp

Consumer Defensive
-1.44K
- 14.98%
$801.83 - $917.05 $1.15M - $1.32M
8.16K $7.23M
ORCL
Oracle Corp

Technology
-9.07K
- 38.68%
$125.9 - $170.35 $1.14M - $1.55M
14.4K $2.45M
APH
Amphenol Corp

Technology
-9.23K
- 28.07%
$58.39 - $70.41 $539K - $650K
23.7K $1.54M
GOOGL
Alphabet Inc.

Communication Services
-203
- 0.71%
$148.65 - $191.18 $30.2K - $38.8K
28.5K $4.73M
ADBE
Adobe Inc.

Technology
-119
- 1.55%
$508.13 - $586.55 $60.5K - $69.8K
7.54K $3.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-144
- 0.42%
$161.02 - $200.0 $23.2K - $28.8K
34.1K $6.35M
AMD
Advanced Micro Devices Inc

Technology
-1.21K
- 5.81%
$128.67 - $183.96 $156K - $223K
19.6K $3.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-6.07K
- 19.14%
$213.3 - $270.78 $1.29M - $1.64M
25.6K $6.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-480
- 9.0%
$54.98 - $59.51 $26.4K - $28.6K
4.86K $288K
PG
Procter & Gamble CO

Consumer Defensive
-101
- 2.0%
$160.76 - $177.82 $16.2K - $18K
4.96K $857K
PEP
Pepsico Inc

Consumer Defensive
-599
- 2.08%
$161.9 - $179.3 $97K - $107K
28.1K $4.78M
AAPL
Apple Inc.

Technology
-3.96K
- 9.04%
$207.23 - $234.82 $821K - $930K
39.9K $9.28M
XOM
Exxon Mobil Corp

Energy
-355
- 0.66%
$109.72 - $119.0 $39K - $42.2K
53.1K $6.23M
DLR
Digital Realty Trust, Inc.

Real Estate
-268
- 1.62%
$144.47 - $162.98 $38.7K - $43.7K
16.2K $2.63M
NFLX
Netflix Inc

Communication Services
-77
- 1.46%
$598.55 - $722.26 $46.1K - $55.6K
5.21K $3.7M
PLD
Prologis, Inc.

Real Estate
-982
- 5.18%
$111.95 - $132.43 $110K - $130K
18K $2.27M
CRM
Salesforce, Inc.

Technology
-375
- 2.47%
$238.42 - $276.53 $89.4K - $104K
14.8K $4.06M
JPM
Jpmorgan Chase & CO

Financial Services
-790
- 1.94%
$194.9 - $224.8 $154K - $178K
39.9K $8.41M
ICE
Intercontinental Exchange, Inc.

Financial Services
-800
- 5.77%
$136.93 - $162.81 $110K - $130K
13.1K $2.1M
ILMN
Illumina, Inc.

Healthcare
-216
- 2.27%
$105.28 - $135.9 $22.7K - $29.4K
9.31K $1.21M
TDG
Trans Digm Group Inc

Industrials
-29
- 1.51%
$1202.03 - $1427.41 $34.9K - $41.4K
1.9K $2.71M
GS
Goldman Sachs Group Inc

Financial Services
-209
- 2.15%
$459.02 - $510.25 $95.9K - $107K
9.53K $4.72M
SYK
Stryker Corp

Healthcare
-156
- 0.7%
$315.94 - $371.96 $49.3K - $58K
22.1K $7.98M
MKTX
Marketaxess Holdings Inc

Financial Services
-561
- 4.98%
$193.39 - $261.08 $108K - $146K
10.7K $2.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-108
- 1.05%
$405.19 - $478.57 $43.8K - $51.7K
10.2K $4.71M
META
Meta Platforms, Inc.

Communication Services
-135
- 1.54%
$453.41 - $572.44 $61.2K - $77.3K
8.61K $4.93M
AMT
American Tower Corp

Real Estate
-504
- 2.66%
$192.27 - $242.73 $96.9K - $122K
18.4K $4.28M
JNJ
Johnson & Johnson

Healthcare
-1.14K
- 1.97%
$145.48 - $167.38 $165K - $190K
56.4K $9.14M
WMT
Walmart Inc.

Consumer Defensive
-1.47K
- 1.85%
$66.91 - $81.4 $98.6K - $120K
78.1K $6.31M
NEE
Nextera Energy Inc

Utilities
-1.13K
- 1.23%
$69.9 - $84.97 $79.2K - $96.3K
90.8K $7.67M
CAT
Caterpillar Inc

Industrials
-481
- 2.03%
$316.8 - $391.12 $152K - $188K
23.2K $9.07M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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